Adding a Payment

Adding a Payment





  1. In the top right-hand menu click on the magnifying glass icon to use Quick Search

    1. Type the client’s name

    2. Click the magnifying glass icon again

  2. Scroll down to the list of Leads/Clients and click the Account Summary icon

  3. Scroll down to the ACTIVE ENROLLMENT section. Find the enrollment that you would like to add a payment to and then click the Plus icon. This will open up the ADD Payment screen.

  4. in the Payment Type field, select Add a payment

  5. Fill in the following fields:

    1. Payment Method

    2. Payment Date

    3. Student

    4. Subject

    5. Amount

    6. Reference

  6. Click SAVE


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